Here's a New Way to Sync Your Office 365 Data With Salesforce

Cirrus Insights, a Laguna Hills, Calif.-based CRM app developer, launched a new service that selectively takes emails and appointments from Microsoft Office 365 and syncs them with Salesforce to keep sales and customer-related data up-to-date.

It also provides two-way calendar sync between Outlook and Salesforce to ensure that events and contacts are also snyced inside Salesforce.

Office 365: Key Enterprise Platform

Brandon Bruce, COO and co-founder of Cirrus Insights, added that because sync runs 100 percent in the cloud, users can be up and running in minutes with no software to install and no changes needed in Salesforce.

The rise of Office 365 as a key enterprise platform made it essential to create closer connection with Salesforce, Bruce explained.

“We're seeing a massive migration from Exchange Server to Office 365. We're also seeing, for the first time, organizations moving from Google for Work to Microsoft Office 365. It's imperative that we meet organizations and users where they are, and a lot are now on Office 365 and many more are moving there.”

For enterprises that have a Salesforce deployment, it also provides incentives to user adoption — still a stumbling block in some organizations. “User adoption is the major hurdle for any Salesforce implementation,” he said.

Cirrus Offers Selective Data Sync

Cirrus Insight only syncs email that relate to leads and contacts in Salesforce. It also provides organizations and users with settings so they can exclude internal emails (and calendar events) as well as emails from any address or domain of their choice along with the option of only syncing specified email threads or specified individual emails.

It offers manual, semi-automatic and automatic settings to ensure only the data that enterprise workers need or want is actually synced.

With both Gmail and Office 365 now officially synced, Cirrus Insights is focusing on Salesforce's Dreamforce.

"We have a big roadmap this summer in the lead up to Dreamforce in early October. We'll soon be releasing email sync for Exchange Server for organizations not yet on Office 365. We'll also be expanding Cirrus Insight to serve organizations that use other CRMs beside Salesforce," Bruce said.

“The biggest announcements we have planned for Cirrus Insight will center around sales intelligence — delivering the power tools that salespeople need to connect with customers in the inbox and calendar, and the analytics that organizations need to achieve their revenue goals.”